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Vanguard Mega Cap Value ETF

452 hedge funds and large institutions have $6.65B invested in Vanguard Mega Cap Value ETF in 2024 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 169 increasing their positions, 115 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,048% more call options, than puts

Call options by funds: $287K | Put options by funds: $25K

153% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 30

47% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 115

10% more capital invested

Capital invested by funds: $6.05B → $6.65B (+$598M)

7% more funds holding

Funds holding: 421452 (+31)

3% more funds holding in top 10

Funds holding in top 10: 3435 (+1)

0.99% less ownership

Funds ownership: 71.44%70.46% (-0.99%)

Holders
452
Holders Change
+31
Holders Change %
+7.36%
% of All Funds
5.95%
Holding in Top 10
35
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.94%
% of All Funds
0.46%
New
76
Increased
169
Reduced
115
Closed
30
Calls
$287K
Puts
$25K
Net Calls
+$262K
Net Calls Change
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
DC
351
Darrow Company
Massachusetts
$244K +$1.42K +11 +0.6%
MAG
352
M3 Advisory Group
Massachusetts
$243K -$4.52K -35 -2%
SEIA
353
Signature Estate & Investment Advisors
California
$240K +$248K +1,925 New
AF
354
Apollon Financial
South Carolina
$240K
TIAA Trust, National Association
355
TIAA Trust, National Association
North Carolina
$239K +$43.2K +335 +21%
QCG
356
Quadrant Capital Group
Ohio
$236K
SWM
357
Spire Wealth Management
Virginia
$235K
EFS
358
Essex Financial Services
Connecticut
$230K +$238K +1,845 New
TNB
359
Thomasville National Bank
Georgia
$227K
WS
360
Wedbush Securities
California
$227K +$25.8K +200 +12%
KWS
361
Keystone Wealth Services
California
$226K +$258 +2 +0.1%
FSA
362
Fort Sheridan Advisors
Illinois
$222K +$229K +1,775 New
WA
363
WPG Advisers
Maryland
$219K +$226K +1,752 New
LFG
364
Lockerman Financial Group
California
$218K +$226K +1,748 New
TC
365
TownSquare Capital
Utah
$214K +$221K +1,711 New
RWA
366
Redhawk Wealth Advisors
Minnesota
$212K -$25.5M -197,509 -99%
AWM
367
Apollon Wealth Management
South Carolina
$211K +$218K +1,686 New
CM
368
Cornerstone Management
Georgia
$209K
OCM
369
One Capital Management
California
$205K
BWM
370
Brown Wealth Management
Illinois
$202K +$208K +1,615 New
HNB
371
Huntington National Bank
Ohio
$179K
SS
372
SBI Securities
Japan
$178K +$184K +1,426 New
CFP
373
Comprehensive Financial Planning
Pennsylvania
$168K +$174K +1,346 New
GWM
374
Geneos Wealth Management
Colorado
$163K +$66.3K +514 +65%
CW
375
Curio Wealth
Maryland
$159K +$164K +1,269 New